What We Do

What We Do

We provide bookkeeping, accounting and Chief Financial Officer services, all as summarized below.

 

Our bookkeeping services are comprehensive.  In summary those services include:

  • Recording all transactions in the company’s general ledger.

  • Managing receivables and payables

  • Reconciling all bank accounts

  • Preparing payrolls and maintaining all employee related records

  • Remitting all taxes (Federal, provincial and municipal).

 

Our accounting services, which are often combined with our bookkeeping services, include:

  • Reviewing the company’s records and making any required year end adjustments

  • Preparing meaningful financial statements and reports the owner/manager need to operate the business.

  • Preparing annual budgets

  • Preparing and filing all income tax returns

 

In addition to our accounting and bookkeeping services, and because of our extensive business experience we can also function as a Chief Financial Officer.  Examples of those services, which may be included with our accounting services, include:

  • Cost control and profit optimization

  • Assessing various financing options

  • Managing banking relationships

  • Negotiating financing terms with suppliers

  • Evaluating potential investments and integrating the acquired ones.

  • Disposing of dormant assets and consolidating operations

  • Creating product pages if the product is sold on any on-lines sites (e. g. Amazon, Walmart, E-Bay)

 

Fees

We review all our assignments with the client before we begin.  We also provide a definitive fee estimate so that the client knows what he/she is committing to.  We provide our accounting and bookkeeping services on line because that is the most cost effective way of delivering those services.

 

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We are here to assist. Contact us by phone, email or via our social media channels.